BKM Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

BKM Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.9M	Sell	86,516 -6,576	-7%	-$868K	4.21%	4
2026 Q1	$10.5M	Buy	93,092 +1,572	+2%	+$189K	3.84%	4
2025 Q4	$11.3M	Sell	91,520 -3,447	-4%	-$422K	4.12%	5
2025 Q3	$11.5M	Sell	94,967 -1,296	-1%	-$149K	4.23%	5
2025 Q2	$10.6M	Sell	96,263 -2,096	-2%	-$207K	4.14%	4
2025 Q1	$9.13M	Sell	98,359 -3,262	-3%	-$329K	3.76%	5
2024 Q4	$10.3M	Sell	101,621 -2,007	-2%	-$200K	4.23%	4
2024 Q3	$9.92M	Sell	103,628 -2,673	-3%	-$247K	4.03%	5
2024 Q2	$9.84M	Buy	106,301 +1,526	+1%	+$132K	4.73%	2
2024 Q1	$8.85M	Buy	104,775 +2,375	+2%	+$191K	3.8%	4
2023 Q4	$7.69M	Buy	+102,400	New	+$7.29M	3.28%	6

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BKM Wealth Management's IVW Position: Q2 2026 in Review

BKM Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.1% in Q2 2026, selling an estimated $868K and leaving 86,516 shares worth $11.9M. The position accounts for 4.21% of the portfolio, ranked #4.

BKM Wealth Management first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

BKM Wealth Management held 86,516 shares of iShares S&P 500 Growth ETF worth $11.9M as of Q2 2026.
BKM Wealth Management sold 6,576 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $868K.
iShares S&P 500 Growth ETF made up 4.21% of BKM Wealth Management's portfolio in Q2 2026, its #4 holding.
BKM Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.